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Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
    • careers
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Some Advisors Tell Clients To Limit Bank Deposits To $250K Per Bank

Some Advisors Tell Clients To Limit Bank Deposits To $250K Per Bank

by Nick | Mar 23, 2023 | Fixed Income, Money Market Funds, News, Silicon Valley Bank, SVB, T-bills, Treasuries

With the recent bank failures, what are advisors telling clients to do about their cash accounts? An excerpt: Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary in San Diego, said his phone has been ringing off the hook with clients who have two...

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Disclaimer: Vance Barse is an investment advisor representative with and offers advisory services through Commonwealth Financial Network®, a registered investment adviser.

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